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Geller Advisors’s Medtronic MDT Stock Holding History

Geller Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,779
Closed -$457K – 266
2023
Q3 		$457K Sell
5,779
-1,512
-21% -$127K 0.05% 125
2023
Q2 		$647K Buy
+7,291
New +$628K 0.08% 84
2022
Q3 		– Sell
-4,062
Closed -$367K – 143
2022
Q2 		$367K Buy
4,062
+7
+0.2% +$709 0.08% 71
2022
Q1 		$452K Buy
4,055
+85
+2% +$8.98K 0.08% 64
2021
Q4 		$413K Buy
3,970
+5
+0.1% +$579 0.08% 75
2021
Q3 		$500K Sell
3,965
-203
-5% -$26.3K 0.11% 57
2021
Q2 		$520K Sell
4,168
-2
-0% -$251 0.11% 51
2021
Q1 		$495K Buy
4,170
+797
+24% +$93.4K 0.12% 50
2020
Q4 		$452K Hold
3,373
– – 0.11% 47
2020
Q3 		$352K Sell
3,373
-251
-7% -$25.2K 0.1% 47
2020
Q2 		$334K Buy
+3,624
New +$348K 0.1% 48

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geller Advisors's MDT Position: Q4 2023 in Review

Geller Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 5,779 shares — an estimated $457K sold.

Geller Advisors first reported a position in MDT in Q2 2020 and held it in 11 quarters. The position peaked at $647K in Q2 2023. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Geller Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Geller Advisors sold 5,779 Medtronic shares in Q4 2023, an estimated $457K.
  • Geller Advisors first reported a position in Medtronic in Q2 2020 and held it in 11 quarters.
  • Geller Advisors's Medtronic position peaked at $647K in Q2 2023.
  • 2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Geller Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.